Starting WillMaker Documents

Quicken WillMaker Plus has two screens where you'll find a list of documents: the My Documents screen and the All Documents screen.

The first time you use the program, the My Documents screen will lists the five Essential Documents, which are the core estate planning documents we suggest you create. These five are:

  • Will
  • Health Care Directive (Living Will & Power of Attorney)
  • Durable Power of Attorney for Finances
  • Final Arrangements
  • Information for Caregivers and Survivors

On the All Documents screen, you'll find all of the documents included in Quicken WillMaker Plus, listed by category. Once you've started a document other than the Essential Documents, it will also appear on the My Documents screen, in the Additional Documents section at the bottom.

Starting a Document

To start any document, click the  Start  button.

For the Essential Documents on the My Documents screen, a button is always present. It'll be labeled  Start,  Resume, or  Open, depending on what stage you are at with it.

To start a second Essential Document, click the  New  button, which is found to the right of "My Documents" at the top left of the screen.

To start a document from the All Documents screen:

  1. Click on the  +  next to the category name to see the complete list.
  2. Hover your mouse over the document title, and
  3. Click the  Start  button that appears.

Deleting a Document

Once you've started a document, when you hover over its document title on the My Documents screen, an  X  will appear to the right of the  Resume/Open  button. Clicking the X will delete the document you created (a pop-up will ask you to confirm that you want to). The document template will remain. If it's one of your Additional Documents listed on the My Documents screen, you'll still be able to create a new version from the All Documents screen. The five titles listed under Essential Documents cannot be deleted.

Creating an Identical Will for a Spouse or Partner

Skip ahead     If you haven't created a will and aren't married or partnered. You can skip this section if you haven't yet created a will and aren't married or in a domestic partnership.

Some couples may want to create identical wills, where all the provisions in the will -- such as beneficiaries, alternate beneficiaries and children's guardians -- are the same, except that the spouses' or partners' names are reversed. For example, if you make a will and name your spouse or partner as your executor, the identical will for your spouse or partner will name you as your spouse's or partner's executor.

Couples are not required to create identical wills. But for those who want to do so, Quicken WillMaker Plus offers a feature specifically for this purpose.

Tip     Work on the will interview together. Because the first spouse or partner to write a will is in effect creating the will for both of you, we suggest that the two of you complete the will interview together, discussing and agreeing to all decisions and choices.

When you have completed a will for one spouse or partner, here's how to duplicate it for the other:

  1. Go to the  Congratulations  screen for the will of the first spouse or partner.
  2. Click  Duplicate for Spouse.
  3. Read an advisory dialog box and click  OK. You will go to the My Documents screen and the duplicated will will appear under your spouse/partner's name.
  4. Click the  Resume  button next to it.
  5. Read an advisory dialog box and click  OK.
  6. The checklist for the duplicated will appears. Note that none of the parts on this checklist are checked, even though this will contains the information carried over from the first will; these parts will be checked when you have reviewed the information.
  7. For each part in the checklist, click through all interview screens to make sure the second spouse or partner agrees with the choices the first one has made. You can change the information in this will, but keep in mind that these changes will not be reflected in the will of the first will-writing spouse or partner.
  8. When you've reviewed all screens, you can preview and print the completed will.

Proceeding Through a Document Interview

Once you start the interview for the document you selected, all you have to do is click through the screens in the interview and supply the information needed.

This section of the manual shows you how to navigate through an interview using the various data entry formats you may encounter along the way. Each document in Quicken WillMaker Plus has its own set of interview screens, but they all use the same basic process and formats.

Read each interview question carefully and consult the program's help resources (Helpful Information onscreen, the Legal Manual, and this Users' Manual) to help you decide how to answer.

Moving Forward

To move to the next screen in an interview, use any of the following methods:

  • Click  Next.
  • Choose  Navigate > Next.
  • Press  ALT+RIGHT ARROW (Windows) or COMMAND+RIGHT ARROW (Mac)
  • Windows: Use the  TAB  key to move the keyboard focus to the  Next  button, then press the  ENTER  key or the  SPACEBAR. (The keyboard focus is on a button when a dotted outline surrounds the button.)

If the information requested on the current screen is optional, you can go on to the next screen without supplying the information. However, if the information is required, the program won't let you move to the next screen without answering.

If you're not sure how to answer, we suggest you quit the interview and return to it later; when you return, the interview will pick up where you left off. Or you can give a placeholder answer and move on -- but, if you do so, you may need to come back and change several answers later, because later parts of the interview may be determined by your answer.

Moving Backward

To go back to the previous screen in an interview, use any of the following methods:

  • Click  Back.
  • Choose  Navigate > Back.
  • Press  ALT+LEFT ARROW (Windows) or COMMAND+LEFT ARROW (Mac).
  • Windows: Use the  TAB  key to move the keyboard focus to the  Back  button, then press the  ENTER  key or the  SPACEBAR. (The keyboard focus is on a button when a dotted outline surrounds the button.)

Caution     Don't lose data when you backtrack. Quicken WillMaker Plus may not record what you've entered on the current screen until you move to the next screen. If you enter or change an answer and then try to go back to the previous screen, the program will warn you if your answer or change won't be saved. To save your answer before backtracking, first click  Next  to move one screen forward; then back up to previous screens.

If you are working on a document that has a checklist, you have an additional method for going backward: Use the checklist to reopen sections of the interview you've already completed. To find out more about checklists, see Using Checklists for Interview Management, below.

Revising Answers You've Entered

Because Quicken WillMaker Plus sometimes chooses interview questions based on your answers to earlier questions, revising one answer may affect everything that comes after it. So, after you go back to revise a recent answer (using any of the methods described in Moving Backward, above), you'll need to continue going forward, one screen at a time, making any necessary corrections. If the document has a checklist, use the checklist to reopen the section of the interview that contains the answer you want to change, then click forward through that entire section, making changes as needed. (See Using Checklists for Interview Management, below.)

Using Checklists for Interview Management

Skip ahead     Not all documents use checklists. You can skip this section  unless  you are creating one of the following estate planning documents:

  • Will
  • Final Arrangements
  • Health Care Directive
  • Durable Power of Attorney for Finances, or
  • Information for Caregivers and Survivors

           Only these documents use checklists in their interviews; all others have shorter interviews, so the checklist format isn't necessary.

When you start each of these documents in Quicken WillMaker Plus, the first screen is the checklist. This checklist provides an overview of the parts of the interview.

The checklist helps to keep track of which parts of an interview you've completed and simplifies the process of going back to change an answer. Rather than stepping through the whole interview, you can go directly to the part you want to change.

Understanding Checkmarks and Dimmed List Items

The checkmarks on a checklist show which parts of the interview you have completed. Dots show items in progress. Dimmed items are unavailable for you to work on.

List items are dimmed:

  • to prevent you from working on interview parts out of order, or
  • to prevent you from working on interview parts that aren't relevant to your situation.

Quicken WillMaker Plus determines which parts of the interview don't apply to you based on the answers you've given to previous questions. For example, in the will interview, if you say in "2. Your Family -- Children and Grandchildren" that you don't have kids, then "4. Property Management" is dimmed because it's not relevant to your situation.

Working on Document Parts

In most documents that have checklists, you must go through the interview parts in order. However, you can return to previously completed parts (parts with checkmarks) in any order.

The one exception to the above rule is the Information for Caregivers and Survivors form. After completing the introductory part of this document, you can work on the remaining parts in any order you wish.

To work on a document part listed in the checklist:

Click  Next  to go to the current part, or

  1. Select the name of the document part in the checklist.
  2. Click to go to it.

The first screen in the selected part of the interview appears. If you select  Preview and Print, you may go through a dialog. Then, you will go to a screen where you can preview and print or export your document.  

Stopping and Restarting Your Interview

You can stop an interview in progress at any time, either by quitting the program or by navigating to another part of the program.

 

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